Agents and others selling life insurance directly:  


If you are an agent or working as direct marketing executive or financial advisor or financial consultant in any channel of distribution you can choose between The Certified Life Insurance Sales Professional (CLISP) course or The Certified Life Insurance Financial Advisor (CLIFA) course or from the numerous short duration courses that are on offer.


Short Duration Courses:

These courses teach specific skills in the sales process through courses such as

  •  The Most Guarded Secret of Successful Salespersons
  •  Basic Objection Handling Course
  •  Graduate beyond your natural market
  •  Double your per policy average premium
  •  Present benefits to prospects – not product features
  •  Increase your average per prospect premium booked
  •  Advanced Objection Handling Course
  •  Closing Techniques
  •  Basic Course in Finance for unit linked products
  •  Advanced Course in Finance for unit linked products
  •  How to sell traditional products in a market demanding unit linked products


The programs are of 2 – 5 days in duration and can be conducted at any location subject to a minimum number of 35 participants.

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OR

Certified Life Insurance Sales Professional (CLISP):

The course is designed for agents or direct marketing executives or financial advisors or financial consultants (and also for their supervisors who would like to sharpen their sales process skills). This is the first certification program for life insurance sales persons in India. The course covers skills in the sales process

  • Prospecting
  • Getting appointments
  • Conducting a Fact Find
  • Presenting products and solutions
  • Objection Handling
  • Getting Referrals
  • Closing

Each module is practical and gives you tools that can be used in the market. All tools are designed to increase your sales and income. The course is designed to take you from one level of earning to another, earning sweet success every time a module is completed and its tools are implemented in the field.

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OR

Certified Life Insurance Financial Advisor (CLIFA):

Changing times require new knowledge. CLIFA is a simple, but conceptually strong course in finance that helps the salesperson in any level in the sales hierarchy to learn the fundamentals of finance that today’s market conditions demand. You will learn how to sell traditional life insurance products in the modern world. You will also learn the principles of wealth management, especially for higher net worth individuals. The Course covers

  • Concept of yield
  • Risk and return for individuals
  • Benefit illustrations on the concept of yield
  • Portfolio management and asset allocation of individuals
  • Buyer behavior and selling techniques
  • How to balance traditional products and ULIPs
  • Financial Markets
  • Equity market
  • Money market
  • ULIP funds – their risks and returns
  • NAV calculation
  • Comparison of NAV returns of different funds and different products
  • And much more

The Course will teach you how to sell traditional life insurance products in a market that demands ULIPs. At the same time the Course teaches you how to sell ULIPs, especially to higher net worth individuals.


You can also undertake this Course through correspondence

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